Author: Brandi Johnson

When you’re managing a team or allocating resources, sometimes you need to know what else a team member has on their plate before you assign them to work on that next task. When you run projects using Cloud Coach Milestones, it’s easy to see what other members of your team are working on. My Assignments […]

What good is a project management tool if you spend more time looking for your projects and tasks and chasing status updates than you did before you started? Keeping your projects organized in ways that work for you helps put your project management system to work for you – not the other way around. Organization […]

Nobody wants projects and tasks to fall behind. Get a jump start on tasks by notifying your team when tasks are assigned to them. Since Cloud Coach Milestones is built on Salesforce, it’s easy to automatically send emails to your team when they’ve been an assigned a new task. Step 1: Create your email template.

As a busy Salesforce admin, your hands are full juggling update and change requests from across your company to help improve the efficiency of the platform – not to mention testing for each new Salesforce release. Wouldn’t it be nice if you had a way to manage all of your own projects? With Cloud Coach […]